This report is a activity log. So it has all the activities for each sales person. We have added the notes so it is a very nice call log that is automated. The issue is we have left the role have read access so they can see what other persons are doing when calling on these customers. We have equipment sales and service sales persons that would call on the same customers.
I updated the role to show restricted to their territory but this did not change the result of the report.
I have to be missing something. There is no select for "My Territory" in the selection or filter. Can that be added, and if so any suggestions as to where to look?